Michael
Brandon

Ameritas Advisory Services, LLC

CRD#5423055
Investment Advisor
in Perrysburg, OH

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About this Advisor

Michael Brandon is a financial advisor based in Perrysburg, Ohio, working with Ameritas Advisory Services, LLC. Michael has previously held positions at Thrivent Investment Management Inc, U.S. Bancorp Investments, Inc, Lyft, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Deverna & Co Financial, Deverna & Co, Sunni & Dads Live Music Performance, Thrivent Financial For Lutherans, Cetera Advisors, and Brandon Wealth Management. Michael has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Michael is part of Ameritas Advisory Services, LLC, which operates out of Perrysburg, Ohio. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1070 Commerce Dr Bldg 3
Perrysburg, OH 43551

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

OH Average: $1,978,216,465
Total Number of Employees

545

OH Average: 226
Total Number of Accounts

39,033

OH Average: 7,467
Average Account Size

$263,605

OH Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Brandon Work History

2022 - Present (3 years)

Ameritas Investment Company, LLC

2022 - Present (3 years)

Ameritas Advisory Services, LLC

2022 - Present (3 years)

Deverna & Co Financial

2022 - Present (3 years)

Deverna & Co

2021 - 2022 (1 year)

Lyft

2020 - 2022 (2 years)

Brandon Wealth Management

2019 - 2020 (1 year)

Sunni & Dads Live Music Performance

2019 - 2022 (3 years)

Cetera Advisors

2017 - 2019 (2 years)

U.S. Bancorp Investments, Inc

2007 - 2017 (10 years)

Thrivent Investment Management Inc

2007 - 2017 (10 years)

Thrivent Financial For Lutherans

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Disclosures

Please visit the SEC profile of Michael Brandon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ameritas Advisory Services, LLC

Evan Rump
Perrysburg, OH
David Lien
Irvine, CA
Barbara Redstone
Plano, TX
Michael Arthurs
Folsom, CA
Tyler Mainquist
Lincoln, NE
Angela Taliaferro
San Francisco, CA
Quinton Storm
Tulsa, OK
David Beltz
Carnegie, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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